Simon is an experienced solicitor in Rix & Kay’s Wills, Estate Planning & Trusts Team based in Brighton & Hove and has particular expertise in supporting clients who require detailed advice about effectively managing the personal financial affairs including inheritance tax issues, succession planning and drafting of wills.
Simon’s clients come from all walks of life and range from young families who are starting to think about writing Wills and making provision for their children and loved ones, to those in later life who need advice on managing their personal affairs as they begin retirement and beyond.
He also works closely with executors and trustees in the administration of estates and trusts.
Experience and approach
Simon’s skill lies in investing time to listen to his client’s circumstances and requirements in order to offer pragmatic and tailored advice that suits their needs. His approach centres on considering all the options before guiding his clients carefully through what can be a difficult process, ensuring that they fully understand the best possible course of action to take.
The result is that clients know they have been listened to and all their wishes taken into account, leaving them confident that their future personal and financial arrangements have all been taken care of.
Areas of expertise
- Inheritance Tax planning
- Powers of attorney
- Administration of estates
What Simon’s clients say
“Extremely satisfied and grateful to Simon for his patience and ability to put elderly people at their ease – thank you”.
Mrs M V Orpwood – Client quote 2016
“Simon was extremely knowledgeable and very professional”.
Mrs M M Clapham – Client quote 2016
“Very helpful -he was very kind to our father who has complex health needs”.
Mr W F Wyatt – Client quote 2016
Wills – Life interest trust
Simon regularly drafts wills which incorporate a life interest in the family home for the surviving partner. This gives people the reassurance that their loved ones will receive at least part of the family home as their inheritance.
Wills – holiday homes
Simon regularly drafts wills which are tailored toward clients who have a holiday home abroad and who wish to seek to avoid the forced heirship provisions existing in some countries that tell you who you should leave your property to.
Nuisance or sales calls to residential homes is one of Britain’s biggest sources of complaints and the problem was highlighted again in a recent case,…